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Z logo
ZRSOrlando, Florida
Job Description: The Banking Coordinator performs duties to process a wide range of Banking and Treasury tasks and provides administrative support to the Treasury Department. DUTIES & SPECIFICATIONS:The Banking Coordinator’s primary responsibilities shall include but are not limited to: Review, process, and reply to all assigned banking requests in the internal banking ticketing system. Collaborate with Accounting, Treasury, Regional Managers, Accounts Payable, and Banks to address banking inquiries in a timely and efficient manner. Analyze documents provided by various banks for the update of signers or for the opening/closing of accounts, including distributing and collecting signature cards. Prepare and submit required documentation to banks, ensuring proper forms and signer's information are included. Process new account announcements and assist with the closure of accounts by reviewing and preparing necessary packages for banks. Maintain and update Excel spreadsheets for informational or tracking purposes, as needed. Handle daily processing of Positive Pay and P Card Program Administration. Assist Accounts Payable with mailing checks and 1099 forms. Input wire and transfer requests, set up banking templates, and confirm wire instructions as needed. Assist in the documentation and maintenance of Standard Operating Procedures. Perform data entry and other Treasury-related duties as required. Communicate consistently via phone and email with financial institutions and field support to ensure smooth operations. Maintain the highest standards of personal, professional, and ethical conduct in all business interactions. Participate in meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems, and stay informed on new developments, policies, and Treasury guidelines. Assist with special projects, tasks, and other related duties as assigned by management. SKILLS, KNOWELDGE & ABILITIES: Excellent computer skills and proficiency with Windows and Microsoft Office Suite. Ability to read and write in English in a professional manner. High level of professionalism, poise, and ability to adapt to changes. Strong customer service and interpersonal skills. Demonstrated effective communication skills, both verbally and in writing. Ability to work independently and as part of a team, with a self-driven approach to responsibilities. QUALIFICATIONS: 2 years of functional experience in Finance, Banking or Cash Management; or equivalent combination of education and experience. Associate's Degree in Accounting/Business or related field from an accredited college or university preferred. WORKING CONDITIONS & PHYSICAL DEMANDS:Banking Coordination works in an office environment. This person should be able to sit for an extended period of time. This person should be able to push, pull, stoop, kneel, reach, grasp, talk, hear, climb, and lift objects up to 5 pounds with ease. This person should be able to operate office equipment such as computer/phone/fax/scanner/etc. They work normal business hours The position will work normal business hours in the corporate office for the first 6 months, with the possibility of transitioning to a hybrid schedule following a 6-month review. We offer full-time, career-track positions with competitive pay, health, dental, vision and life insurance; housing discounts, vacation, paid holidays, exceptional 401k plan with employer match and much more!!!! We are an Equal Opportunity Employer Drug Free Work Place ZRS Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Posted today

Baird logo
BairdChicago, Illinois
Our Internship Program: Our competitive intern program is a robust experience that offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative and dynamic environment. Our Team Baird is a leading global investment bank with more than 400+ banking professionals in the U.S., Europe and Asia. We provide corporations, entrepreneurs, private equity and venture capital firms with in-depth market knowledge and extensive experience in merger and acquisition, restructuring, debt advisory and equity financing transactions. Since 2017, Baird has completed more than 700 advisory transactions, representing nearly $285 billion in transaction value, and nearly 500 financings, raising over $200 billion . Committed to being a great place to work, Baird has been recognized as a Great Place to work since 2004 . Internship Location, Availability and Hours: Located in our Chicago or Milwaukee office, interns must be flexible to work full time during the summer, significant hours are required. As an Investment Banking Analyst Intern, you will: Play an integral role on investment banking teams, providing analytical support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, public equity offerings, and other financial advisory services for clients. Assist in the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation. Hone your skills by working closely with senior bankers and client senior management on a variety of transactions. Work primarily on domestic and cross-border M&A transactions, with clients including Fortune 1000 companies, private equity groups, and founder-run businesses. What makes this great? Gain relevant experience in all areas of a transaction, from preparation of marketing materials to facilitation of due diligence. Unique culture that values diverse backgrounds and perspectives while emphasizing respectful teamwork and a strong sense of partnership. Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers. What we look for: Current enrollment in a Bachelor’s degree program required with a graduation date of December 2026 or Spring 2027 A full-time minimum 10-week commitment during the summer is required Proven interest in investment banking or other areas within the financial services industry is beneficial Possess a strong work ethic and a record for excellence Ability to function both within teams and self-directed tasks Superior intellect, demonstrated leadership ability, excellent verbal and written communication skills, attention to detail, and a commitment to excellence. What makes this opportunity great: Solutions-focused environment that will enable you to grow as a professional Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership Gain hands-on, real-world experience with a highly ranked organization Interact and work closely with various levels of professionals in both a social and office setting Receive mentorship both formal and informal from a variety of experienced bankers Additional Details: Compensation Information: Min: $110,000 - $110,000 Max Annual Salary (pro-rated for summer program) Check out our _gcl_au MTc3NTcxMzU2OC4xNzMwOTMwODgy _ga MTM3OTgwMzE1My4xNzIxOTE5MTQ4 _ga_LEPF3XK9K9 MTczNTg1MDI4NS41MC4xLjE3MzU4NTA0NzcuMC4wLjA." target="_blank">Total Rewards at Baird, which is a summary of our benefits and compensation Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. #DI Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted today

Houlihan Lokey logo
Houlihan LokeyChicago, Illinois

$110,000 - $130,000 / year

Business Unit: Corporate Finance Industry: Consumer Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Consumer Group Houlihan Lokey’s Consumer Group is the No. 1 M&A team in the U.S. (according to data from Refinitiv), guiding companies on their M&A, restructuring and financial advisory matters, and assists in raising debt and equity capital. In 2024, Houlihan Lokey's U.S. Consumer team completed 26 deals. The group has built a reputation as a trusted advisor to companies in the Consumer industry, combining extensive market capabilities with in-depth industry knowledge to help maximize shareholder value for our clients. Job Description As an Analyst, you will work on corporate finance engagements. The group's engagements principally include M&A, capital raising, and strategic advisory assignments. As a dedicated member of our transaction team, you will be responsible for supporting these assignments, with the following responsibilities: Prepare, analyze and explain financial information of a given company and related companies within the respective industry; Perform valuations of companies using traditional valuation methodologies; Prepare confidential offering memorandums, management presentations, buyers lists, marketing pitches, and assist in the marketing and planning of engagements Preferred Qualifications 1-2 years of investment banking experience required A solid understanding of the sell-side M&A process, along with proven experience in successfully closing deals Fundamental understanding of financial valuation methodologies and applications Prior coursework in accounting and finance required Advanced financial modeling and analytical abilities; Strong LBO and DCF modeling skills Strong qualitative and quantitative research skills Understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations Excellent verbal and written communication skills in English are essential Advanced knowledge of Excel Independent thinker and resourceful problem solver Strong work ethic, organizational skills, and ability to multitask Motivated and demonstrated ability to work cooperatively with all levels of staff in a rapidly changing, demanding, but ultimately rewarding environment Ability to work independently in a fast-paced environment Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00-$130,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

Posted today

Raymond James logo
Raymond JamesChicago, Illinois

$80,000 - $105,000 / year

Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Job Description Responsibilities: Conduct research using primary data sources, and select information needed for the analysis of key themes and trends. Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios. Advise managers how to apply a wide variety of existing procedures and precedents. Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy. Edit document in line with organizational style guidelines and prepare information for publication. Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature. Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed. Explore issues or needs, establishing potential causes and barriers, as well as related issues. May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships. Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers. Skills: Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making. Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others. Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements. Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations. Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise. Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients. Works with full competence to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works without supervision and may provide technical guidance. Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives. Works with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works without supervision and may provide technical guidance. Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner. Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Works without supervision and provides technical guidance when required to uncover clients’ explicit needs and/or unforeseen opportunities and challenges. Works with full competence to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works without supervision and may provide technical guidance. Works with full competence to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 3 to 6 years Certifications Salary Range $80,000.00-$105,000.00 Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Posted 30+ days ago

Wells Fargo Bank logo
Wells Fargo BankRoanoke, Virginia

$20+ / hour

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative Everyday Banking in Roanoke . Find out why we’re the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Regularly receive direction from supervisor and escalate questions and issues to more senior employees Interact with team on basic information, plus internal or external customers Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues Ability to execute in a fast paced, high demand, metric driven call center environment Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: Must be able to attend full duration of required training period​ This position is not eligible for Visa sponsorship​ Ability to work additional hours as needed ​ Schedule may be eligible for a shift differential under the terms of the shift differential policy Must work on-site at the location posted ​ Training and Schedule: You will receive in-depth classroom training, continue on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. Training class starts on 02/02 for 7 weeks. Training hours are 8:30 a.m. – 5:00 p.m. Monday- Friday. You are required to attend the full duration of this paid 7 weeks of training. We’re open from Sunday- Saturday, 6:00 am – 12:00 am (EST). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy. Compensation: Starting rate $20.00 per hour Posting Location(s): 7711 Plantation Rd Roanoke VA 24019 @RWF22 Posting End Date: 9 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 2 days ago

Centier Bank logo
Centier BankIndianapolis, Indiana
Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well. A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results. What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars? What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE. SUPERVISORY DUTIES: May provide input in supervision of Administrative Assistant. SUMMARY: Generate new business through the lending of Bank funds in a profitable and safe manner and cross-selling other Bank products and services to both new and existing clients. ESSENTIAL DUTIES: Generate new loan business by calling on new and current clients to discuss their financial needs, gathering pertinent data, making on-site visits and making the loan decision or presentation to the proper committee. It is expected that a lender in this position generates approximately $10 million per year in net loan portfolio growth. Develop a new business referral network by calling on centers of influence within the communities you serve. Cross-sell Bank products and services as well as primary lending responsibility. Make joint sales calls with Group Manager, Department Manager, and/or Senior Partner. Provide complete information for timely preparation of loans to the Credit Department for presentations to the proper committee and make recommendations. Review all documentation preparation to ensure that the Bank’s collateral position is safe. Monitor each loan portfolio for delinquent loans, credit deterioration and documentation deficiencies and keep files updated with appropriate memorandums. Provide financial counseling and World-Class Service Experiences to prospective and existing clients. Assist Branch, Loan Servicing, CDP and Construction Services personnel regarding loan requests and loan questions. Be an ambassador for Centier representing the Bank in community activities including business, charitable, civic and social. Participate in workshops, seminars, and training as required. KNOWLEDGE, SKILLS, & ABILITIES: Self-directed, high-energy collaborator. Excellent organizational skills in order to multitask projects and initiatives. Attentive to detail. Excellent written and verbal communication skills. Ability to communicate and work with groups as well as individuals as required. Ability to understand financial spreadsheets and common commercial rations. Ability to learn the benefits and features of the product lines of the Bank and to be able to relate them to potential clients during business development calls. Knowledgeable in commercial real estate, commercial and industrial lending, and cash management services. A proven history of successful business development and portfolio growth. The ability to understand a variety of financial statements and tax returns to determine a potential or existing borrower’s financial position and cash flow. Comfort with technology and the ability to adapt to new systems and processes. MINIMUM REQUIREMENTS: Bachelor’s degree required. 5+ years of Commercial Lending experience is required. What do I do now? Apply with us! Refer this opening to others! Disability Accommodation Statement Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at 219-755-6160 or send us an email at hrcareers@centier.com . Equal Opportunity Employer: Disability/Veteran Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Member FDIC

Posted 30+ days ago

William Blair logo
William BlairCharlotte, North Carolina
Provide direct administrative coordination or support to a department and/or group of professionals. The role involves relieving supported individuals of administrative responsibilities in order to enable greater productivity and efficiency. Represents the firm in a professional manner in all communications and may interface with clients and outside parties. Works under moderate supervision due to previous experience/breadth and depth of knowledge of administrative processes. May exercise discretion and judgment and is capable of compiling information requests and determining trends. Performs simple administrative and staff support duties for the organization. Responsibilities include but may not be limited to: Travel & Expense – Arranges complex travel itineraries and submits expense reports in a timely manner. Calendar & Meeting Coordination – Manages calendars by anticipating needs, adjusting for conflicts, and ensuring all logistics (including materials, location, timing, etc.). Employs effective reasoning skills. Info and Data – Updates and maintains contact databases. May include compiling information for inclusion in reports or presentation materials including preparing reports, charts, graphs, or tables as necessary. Office Support – Provides office support to include greeting and interacting with clients, maintaining electronic and hardcopy filing, creating documents, processing invoices, general office management duties, etc. Projects & Processes – Participates in other projects as required. Additional responsibilities as requested. Qualifications: High school education required; Bachelor's degree a plus. At least 2-3 years of experience as an administrative assistant in an office environment. Expertise with Microsoft Outlook, Word, Excel, and PowerPoint. Professional or financial services industry background preferred. Excellent verbal and written communication skills necessary. Willingness to adapt to change. Multitasking abilities. Ability to work in a fast-paced environment. Strong teamwork ability. Attention to detail. Ability to prioritize. Strong organizational skills. Ability to work in a team setting. Ability to maintain confidentiality. Performs complex administrative and staff support duties for the organization.

Posted 4 days ago

U.S. Bank logo
U.S. BankRancho Cucamonga, California

$105,400 - $124,000 / year

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They will have access to an expansive set of products and solutions to better serve our business clients today and into the future. This role includes a base salary, a competitive quarterly incentive plan, four weeks of vacation, and carries a Vice President title. The responsibilities are as follows: Bring new business clients to the bank through strong business development and prospecting. Be the primary advisor for our business clients. Build, develop, enrich and manage new and existing relationships with business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Educate clients on available deposit and loan products and services. Recommend financial solutions based on each client’s unique goals and needs. Partner effectively with Treasury Management, Merchant Services and Business Banking Credit Card teams. Basic Qualifications - Bachelor's degree, or equivalent work experience- Five to seven years of relevant experience Preferred Skills/Experience - Knowledge of local market - Ideal candidate resides in the market - Able to demonstrate principals of credit risk management - Have "soft skills" to partner and collaborate across business lines - Proven track record onboarding and retaining businesses with revenues $2.5MM to $25MM - Proven track record of success meeting targets that are quantifiable and qualitative Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 3 days ago

Wells Fargo Bank logo
Wells Fargo BankCharlotte, North Carolina

$175,000 - $200,000 / year

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. About this role: Wells Fargo is seeking a Vice President, Lead Corporate Banking Relationship Manager as part of the Industrials Corporate & Investment Banking team. Learn more about our career areas and lines of business at wellsfargojobs.com. This role will also support Senior Corporate Banking Relationship Managers who are responsible for developing and maintaining strategic relationships with a broad range of corporate clients and delivering the full platform of Wells Fargo’s capabilities including Debt & Equity Capital Markets, Leveraged Finance, M&A related Acquisition Finance, Treasury Management, Macro solutions, Global Receivables & Trade and Credit. This position requires a VP that is capable of supporting more senior Relationship Managers driving the business and developing complex relationships. The successful candidate should have a proven ability to develop internal and external relationships and have some relevant corporate banking experience. Industrials sector experience is a plus. In this role, you will: Lead complex initiatives including those that are cross functional with broad impact and act as key participant in relationship management and business development for Corporate Banking functional area Strive to broaden and deepen customer relationships by providing integrated, end to end financial solutions to our customers across multiple product platforms Participate in the completion of major transactions with management Originate, structure and execute the largest most complex transactions related to investment banking, traditional corporate lending or their credit related products Demonstrate a strategic and consultative approach with client Identify opportunities and organize the right internal partners and team to form the relationship team Strategically collaborate and consult with peers and managers to resolve issues and achieve goals Lead projects, teams, or serve as a peer mentor Required Qualifications: 5+ years of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Excellent verbal, written and interpersonal communication skills Strong analytical skills with high attention to detail and accuracy Strong accounting skills and ability to analyze financial statements Relationship management or client-facing experience Credit underwriting experience highly desired Ability to work in a fast paced, deadline driven environment Ability to work effectively, as well as independently, in a team environment Intermediate Microsoft Office skills Job Expectations: Ability to travel up to 40% of the time Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Locations: Charlotte, NC Chicago, IL New York, NY Pay Range: Base pay range for this position in New York City is $175,000.00 - $200,000.00 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs). $159,000.00 - $279,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 25 Dec 2025 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 2 days ago

Wells Fargo Bank logo
Wells Fargo BankColumbia, South Carolina
Why Wells Fargo: Boots to Banking Program Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Military experience including experience in having customer service focus and handling complex transactions across multiple systems Military experience including supporting customers and employees in resolving or escalating concerns or complaints Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customers to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Proficient with proactively sourcing, acquiring, building, and maintaining strong relationships with customers and colleagues Job Expectations: Ability to travel 100% of the time within the district Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position is not eligible for Visa sponsorship This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location(s): Greater Columbia, South Carolina Pay Range: This job profile is eligible for a 10% pay differential. #BootstoBankingProgram Posting End Date: 23 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 2 days ago

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KnotNew York, New York
About Knot Knot’s mission is to empower consumers and businesses alike with connected merchant and banking experiences. Knot is like “Plaid for merchant connectivity.” We are building the platform connecting merchants to the many applications that consumers and businesses interact with everyday. Our flagship CardSwitcher product allows consumers to instantly update & manage their cards on file with online merchant accounts (e.g. Netflix or PayPal), while newer products like TransactionLink support the retrieval of receipt-level transaction data and AgenticShopping enables 1-click, native shopping experiences. Founded in 2021, Knot was founded by two brothers and Thiel Fellows - Rory and Kieran O’Reilly - and today powers connected online payment experiences for hundreds of thousands of consumers. Companies like American Express, PayPal, Current, BILT, Step, and more choose to embed Knot’s SDK in their apps to power best-in-class experiences for their customers. Knot is proudly backed by a select group of investors, including Nava Ventures, 8VC, American Express, Plaid, and co-founders & CEOs of prominent companies like Twitter, Warby Parker, Allbirds, Casper, Intercom, Deel, Italic, DraftKings, and many more. About the role Knot is expanding across the digital banking ecosystem, and this role will play a key part in our GTM function, expanding upon our existing track record of success with Tier 1 banks across North America. This is a hands-on operator role focused on outbound execution and closing new business across a defined list of target Tier 1 banking customers. What you’ll be doing Execute Knot’s enterprise banking sales playbook by prospecting, engaging, and closing Tier 1 banking customers across North America Manage a defined list of target accounts and drive consistent, high-quality outbound outreach to key decision-makers Run the entire sales cycle from initial outreach through qualification, demo, contracting, and close Maintain organized, accurate tracking of all outreach, pipeline progress, and closed-won deals in internal systems Provide structured feedback from customer and partner interactions to help refine messaging and improve channel effectiveness Collaborate closely with the CEO, GTM Lead and Product team to ensure alignment on customer needs and technical capabilities Consistently achieve or exceed activity, pipeline, and revenue targets within your assigned accounts Who you are Significant experience selling complex technology solutions into Tier 1 banks Expertise in navigating the sales cycle within enterprise banking. How to create & maintain velocity in the sales cycle Demonstrated ability to execute structured outbound campaigns and close new business, not just source leads Highly organized, detail-oriented, and comfortable managing multiple deals simultaneously Strong communicator who can translate Knot’s technical capabilities into tangible commercial value for financial institutions Motivated by precision, ownership, and the opportunity to directly influence revenue within a small, high-performing team What we offer Interesting and challenging work Competitive base salary + up to 20% annual bonus + generous early employee equity + benefits 100% medical, dental, and vision insurance coverage for you and your dependents (U.S.) Unlimited PTO Parental leave Beautiful NYC office in the heart of Flatiron Herman Miller Aeron desk chair Food (snacks, frequent lunches & often dinner for those working late)

Posted 3 days ago

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Truist BankHouston, Texas
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Plays an integral role in supporting new business development, due diligence, and/or transaction execution2. Independently performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis3. May coach and mentor Analysts or Interns Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Minimum of 6 years of related work experience 3. Strong knowledge of investment banking, market, industry sector, and/or financial products 4. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions 5. Strong organizational and leadership skills 6. Advanced skills in written and oral communications, and interpersonal relationship management 7. Solid analytical and sales skills Preferred Qualifications 1. MBA degree, with a Finance focus2. 8+ years of related work experience3. Experience in mentoring and coaching - The annual base salary for this position is $175,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

MarshBerry logo
MarshBerryDana Point, California
MarshBerry is currently seeking a Vice President, Business Development . The VP is primarily focused on new business origination but may also manage and execute certain investment banking or consulting projects. The VP will become a trusted advisor to prospects and clients by developing relationships and becoming an expert in all of MarshBerry’s products and services. They will focus on personal branding through networking, speaking engagements and authoring articles for MarshBerry and industry publications. Responsibilities : Generate new business for all of MarshBerry’s products and services nationally to achieve new business goals. Develop prospect and client relationships that drive value for our clients and lead to future business for MarshBerry. Identify issues effecting clients/prospects and develop strategies to effectively resolve these issues/concerns. Manage and execute client projects such as strategic planning, perpetuation planning, merger and acquisition transactions, due diligence and valuations or identify appropriate team members to fulfill projects. Regularly attend Sales Meetings and complete business plans as directed by MarshBerry Sales Leadership. Collaborate with leaders and consultants across the company to understand their lines of business and initiate new business opportunities. Develop deep and trusted relationships with clients and other team leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions. Ensure that the CRM is kept up to date with current and prospective account, client and opportunity information. Provide updates on current pipeline activity at sales meetings. May serve as facilitator for Strategic Issue Groups (SIGs) for MarshBerry’s Connect Peer-Exchange Network. Develops relationships with SIG members and identifies opportunities to consult and up-sell/cross-sell MarshBerry services. Assist with development of marketing strategies and materials that align with service delivery strategies, as well as assist with external and internal branding execution. Publish articles and deliver presentations on timely topics affecting the insurance and wealth management industries. Stay abreast of industry news, trends and changes incorporating "proven practices" in the development of services, quality standards, policies, and programs. Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services. Special projects and other tasks as assigned. Selection Criteria Education & Experience: Bachelor’s degree in Business Management, Finance, or related degrees. Master’s degree is a plus. Related professional designations and licenses are preferred. Proficient in Microsoft Office Word, Excel, Access, PowerPoint and Salesforce and other software as it applies. 10+ years of business development leadership experience and a proven track record of success in achieving sales goals. Experience in financial services, insurance, consulting or professional services industries. Experience in financial consulting, merger and acquisition advisory or wealth management is desired. Formal sales training is preferred such as, Challenger, Sandler, Wilson, IMPAX or equivalent. Experience with Salesforce is preferred. Other: Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Strong analytical and problem-solving skills; techniques to identify and resolve issues in a timely manner. Ability to travel 50-60% of the time; includes overnight and weekend travel. Ability to work flexible and/or extended hours as needed. Working at MarshBerry Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all. What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following: Crain’s Best Employers in Ohio The Nation’s Best and Brightest in Wellness North Coast 99 Top Work Places – The Plain Dealer Weatherhead 100 West Michigan’s Best and Brightest Companies to Work for To learn more about MarshBerry, visit www.marshberry.com . We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

Posted 1 week ago

Royal Bank of Canada logo
Royal Bank of CanadaBoston, Washington

$100,000 - $135,000 / year

Job Description Overview We are seeking a motivated and technically adept Business Analyst (Associate) to join our Municipal Investment Banking & Community Investments team. This role will be central to designing and implementing a unified data platform that will consolidate disparate systems currently used across our low-income housing tax credit (LIHTC) syndication business (RBC Community Investments) along with building and enhancing systems that serve the Municipal Investment Banking business. The candidate will work closely with senior leadership, internal developers, and third-party vendors to map business processes, analyze and clean complex data sets, write business requirements, and support the design and launch of proprietary systems that will serve as the backbone of our Municipal Investment Banking and Community Investments businesses. These new systems are being designed with a heavy emphasis on AI and agentic workflows, so this candidate will have the opportunity to work with many cutting-edge AI technologies. This is a unique opportunity to join a mission-driven group within an investment bank that finances the creation of public infrastructure and affordable housing while developing innovative technology solutions from the ground up. Key Responsibilities Business Process Mapping Meet with business stakeholders to document workflows, information management practices, and data flows. Identify gaps, inefficiencies, and opportunities for process and data integration. Data Analysis & Management Work with large, complex SQL-based datasets to understand structure and relationships. Collaborate with business users to reconcile data definitions with real-world use cases. Clean, map, and organize data for migration into a unified system. Requirements Gathering & Documentation Translate business needs into clear, detailed business requirements and functional specifications. Partner with banking technology team members and application developers (in-house and contractors) to assist in managing development efforts. Technology Development & Implementation Support design, build, testing, and rollout of the new data platform. Coordinate UAT, training, and adoption across business users. Provide ongoing support and manage iterative enhancements post-launch. Ad-Hoc Model & Report Development Assist in the production of automated financial models and reports leveraging Python, Excel VBA Macros and/or SQL Excel connections. Cross-Functional Collaboration Serve as a liaison between Community Investments business stakeholders, senior management and technology teams. Ensure alignment across diverse stakeholders on project goals, priorities, and timelines. Qualifications Experience: 4–7 years of experience in business analysis, product management, or program/project management roles within real estate technology or financial services. Experience with affordable housing, LIHTC, or asset management data (a plus, but not required). Technical Skills: Experience with AI systems and tools. Familiarity with commonly used LLMs and APIs. Proficiency with GitHub Copilot and/or Claude Code a plus. Strong proficiency in SQL; ability to analyze large, complex datasets. Familiarity with data modeling, ETL processes, and database design concepts. Understanding of software development lifecycles and agile methodologies. Familiarity with Python, JavaScript (React, Angular, NodeJS) and HTML/CSS. Proficient with Microsoft productivity applications (Excel, Word & PowerPoint), ideally with experience writing macros in VBA. Experience using collaboration tools (JIRA, Confluence, SharePoint, Figma) preferred. Business Skills: Excellent requirements gathering, documentation, and stakeholder management skills. Strong written and verbal communication, able to translate technical topics for non-technical stakeholders. Experience working directly with application developers. Comfort working in a fast-paced, build-from-scratch environment. Comfort managing long-term, large-scale projects. Education Bachelor's degree in finance, real estate, computer science, information systems, or related field. Advanced degree or certifications (PMP, CBAP, etc.) a plus but not required. Attributes of a Strong Candidate Comfortable toggling between high-level process mapping and hands-on data analysis. Energized by building bespoke solutions, not just implementing off-the-shelf tools. Excited about affordable housing, community development, and impact-driven finance. A team player who wants to stick with the platform long term, supporting both its initial launch and its ongoing evolution. What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. Leaders who support your development through coaching and managing opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Opportunities to do challenging work. Opportunities to build close relationships with clients. You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value The expected salary range for this particular position is $100,000- $135,000, depending on your experience, skills, and registration status, market conditions and business needs. Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork Additional Job Details Address: 2100 PENNSYLVANIA AVENUE NORTHWEST:WASHINGTON City: Washington Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-09-10 Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted 6 days ago

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Frandsen Financial CorporationMilbank, South Dakota
Frandsen Bank & Trust is a growing community-oriented company looking for a full-time Retail Banking Manager to lead our Milbank, SD office. This position is responsible for the development, performance and overall operations of the Retail Banking team. A high level of professional communication, attention to detail, and technical skills are required to provide quality leadership and customer service. Job Duties Responsible for initial and ongoing training, development, and coaching of the Retail team Establish team goals, develop proactive strategies, and measure progress Create a high-performance environment by individually coaching each team member to develop skills and abilities aimed at achieving personal and team goals Engage in professionally helpful, curious, and courageous customer conversations to identify specific needs and make customized recommendations Proactively reach out to customers and prospects to deepen and develop relationships Proficiently and accurately open all types of consumer, non-consumer, and tax deferred deposit accounts and services Fully understand all aspects of consumer credit to make personalized credit recommendations Must be active and visible in the community Desired Skills Five years of retail banking experience required Prior leadership experience preferred Post-secondary degree in a related field is preferred Strong verbal and written communication skills Ability to accept and provide strong coaching and feedback Attention to detail Proficiency in computers We offer a competitive benefits package including health insurance, dental insurance, vision insurance, 401k, profit sharing, and ancillary benefits.

Posted 30+ days ago

Huntington National Bank logo
Huntington National BankColumbus, Ohio
Description Summary: The analyst supports the CSG Credit Products team and ongoing portfolio management and underwriting activities. In this entry level role, the analyst will develop skills in credit and market analysis including cash flow analysis and modeling, capitalization, industry research, credit policy and legal documentation, among others, in analyzing and summarizing the creditworthiness of clients and prospects. The Analyst will generally support the Credit Products Portfolio Management team and will also collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, and others in creating such analysis. The Analyst position is an entry-level developmental role for colleagues seeking a career in Portfolio Management; but may also be constructive for a colleague seeking a path to Relationship Management, Credit, Capital Markets, or many other Commercial roles within the Bank. Duties & Responsibilities: Gather and analyze financial and business information to determine creditworthiness for loan and credit products. Complete financial spreads, risk rating, performance tearsheets, compliance testing, and other portfolio monitoring & maintenance activities Underwrite complex commercial loans in accordance with Huntington credit policies. This may include financial statement analysis, collateral analysis, financial modeling, industry and business risk evaluation and management assessment. Conduct industry and market research using numerous resources available; distilling key themes and conclusions into concise summary form for presentation purposes. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree required (Finance, Accounting, or related field) 0 – 2 years of experience in an underwriting or commercial banking environment. High level of attention to detail Proficiency in Microsoft Office suite (particularly Microsoft Excel) Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 5 days ago

L logo
L&N Federal Credit UnionCrestwood, Kentucky
Summary Reporting to the Assistant Branch Manager, this full-time, non-exempt hourly position works to develop deeper relationships with new and existing members of the credit union. This position will offer solutions to member needs by offering a variety of account and loan options. Essential Functions & Responsibilities 1. Provide information concerning services to new and existing members related to accounts, consumer loans, auto loans, and mortgage loans. 2. Responsible for opening new member service accounts and resolving any questions or problems in regards to member service issues while looking for cross‑sell opportunities to better service the members. 3. Effectively follow all onboarding procedures with all new members. 4. Stay informed on all credit union promotions of new products or services. 5. Conduct member service interactions consistent with the standards detailed in our Managing Service Excellence program. 6. Adhere to Bank Secrecy Act and security procedures of the credit union. 7. Provide product knowledge to members and be prepared to compare with the competition. 8. Keep abreast of federal regulations and stay in compliance with all laws. 9. Cooperate and work together as a team with coworkers, maintain a neat work area, and perform other duties as required by management. 10. To practice confidentiality where appropriate in all employee, member and credit union affairs. 11. Will be required to be able to operate a cash drawer and balance it. 12. Assist Member Service Representative/Teller when possible to offer members prompt service. Qualifications and Certifications A high school education or GED required. Associate’s Degree or higher preferred. 1 year to 3 years of similar or related experience required.

Posted 5 days ago

UMB Bank logo
UMB BankOverland Park, Kansas

$69,230 - $149,000 / year

Are you ready to be part of something more? You ’ re more than a means to an end — a way to help us meet the bottom line. UMB isn ’ t comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect more heart . You ’ ll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust . We want you to do the right thing, no matter what. And, expect more opportunity . UMBers are known for having multiple careers here and having their voices heard. As one of UMB’s leading lines of business, the Business Banking Relationship Officers are responsible for helping grow the Business Banking loan portfolio , and selling other related revenue generating services to clients . The team is made up of Business Banking Relationship Officers, Treasury Management Officers, Underwriters, Client Managers, and Analysts. This team manages Commercial and Industrial and Practice Finance relationships throughout its life – developing meaningful connections with leadership of the companies they serve. Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs. As the Business Banking Relationship Officer, you will be selling bank products and services to companies with revenues between $1mm-$20 mm . These products and services are Commercial & Industrial, Practice Finance and Payment Technology solutions that will entice prospective companies to award new business to UMB. You will e ngage and build relationships in the community with Business Owners, CFO’s, CEO’s , and Controllers. You will also manage existing business, maintaining relationship profitability & portfolio risk , and the profitable growth of the portfolio includ ing loans, deposits, & fee income. You have the ability to help clients achieve their financial dreams, stream line business processes and help them better understand their working cash flow needs. Working at UMB is about our internal collaborative spirit, entrepreneurial pride, encouraging creativity, rewarding success, having fun winning business, community involvement, and being valued not only for the work that you do, but also for the person the you are. You are encouraged to bring your thoughts to the table, no matter the role that you are in. How you’ll spend your time: You will utilize your networking abilities in the community by participating in community and professional activities in order to enhance UMB’s image and brand to build new business. You will utilize your credit skills to qualify companies eligible for loan business while managing the overall credit quality of assigned portfolio to ensure the loan quality. You will utilize your negotiation skills to negotiate loan proposals, analyze & evaluate credit requests & write loan commitments, for presentation to underwriter or loan committee for loan approval. Utilizing your communications skills, you will serve as the primary contact for all financial services to individual Business Banking clients with the bank to ensure retention of business. We’re excited to talk with you if: If you have a Bachelor’s degree or equivalent work experience of up to 7 years in a commercial lending role. If you have demonstrated experience in sales to small businesses, credit knowledge, and credit underwriting knowledge. Bonus points, if you have strategic industry sales knowledge, and marketing abilities to those industries. Compensation Range: $69,230.00 - $149,000.00 The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information UMB offers competitive and varied benefits to eligible associates , such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Posted 2 days ago

William Blair logo
William BlairLos Angeles, Georgia
William Blair’s investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. We provide the industry’s brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture. As a summer analyst at William Blair you will have the opportunity to harness your potential by being part of a culture of collaboration and accountability that offers compelling work and direct client exposure from the very beginning. Your personal and professional growth will be accelerated by working alongside senior bankers who have a vested interest in your development. We know you have choices on how you spend your summer but encourage you to apply for William Blair’s 2027 Investment Banking Summer Analyst Program and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Work alongside current analysts, associates, and senior bankers over the course of a 9-week program Be placed into a sector coverage team (group and process dependent on location) Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Work alongside and support senior bankers in research and creation of pitch materials Build financial models to value potential clients Research industries or sectors in targeting certain clients or industries Play integral role in various deals Be a part of an energetic, entrepreneurial environment Experience a team-oriented culture focused on client service excellence Be a part of a firm that is 100% owned by active partners Join a team that is focused on developing highly talented people who want to build a long-term career and have an immediate impact Qualifications: Pursuing undergraduate bachelor’s degree with anticipated graduation between December 2027 - July 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered General understanding of accounting and finance Strong analytical and quantitative skills Exceptional verbal and written communication skills Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to join one of our offices in Atlanta, Boston, Charlotte, Chicago, Los Angeles, San Francisco, or New York Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you complete your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply by January 22nd to be considered for this opportunity.

Posted 1 week ago

Mizuho logo
MizuhoNew York, New York
Join Mizuho as an Investment Banking Managing Director - TMT. The expected base salary for this role will be $400,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC .

Posted 30+ days ago

Z logo

Banking Coordinator

ZRSOrlando, Florida

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Job Description

Job Description:

The Banking Coordinator performs duties to process a wide range of Banking and Treasury tasks and provides administrative support to the Treasury Department.

DUTIES & SPECIFICATIONS:The Banking Coordinator’s primary responsibilities shall include but are not limited to:

  • Review, process, and reply to all assigned banking requests in the internal banking ticketing system.
  • Collaborate with Accounting, Treasury, Regional Managers, Accounts Payable, and Banks to address banking inquiries in a timely and efficient manner.
  • Analyze documents provided by various banks for the update of signers or for the opening/closing of accounts, including distributing and collecting signature cards.
  • Prepare and submit required documentation to banks, ensuring proper forms and signer's information are included.
  • Process new account announcements and assist with the closure of accounts by reviewing and preparing necessary packages for banks.
  • Maintain and update Excel spreadsheets for informational or tracking purposes, as needed.
  • Handle daily processing of Positive Pay and P Card Program Administration.
  • Assist Accounts Payable with mailing checks and 1099 forms.
  • Input wire and transfer requests, set up banking templates, and confirm wire instructions as needed.
  • Assist in the documentation and maintenance of Standard Operating Procedures.
  • Perform data entry and other Treasury-related duties as required.
  • Communicate consistently via phone and email with financial institutions and field support to ensure smooth operations.
  • Maintain the highest standards of personal, professional, and ethical conduct in all business interactions.
  • Participate in meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems, and stay informed on new developments, policies, and Treasury guidelines.
  • Assist with special projects, tasks, and other related duties as assigned by management.

SKILLS, KNOWELDGE & ABILITIES:

  • Excellent computer skills and proficiency with Windows and Microsoft Office Suite.
  • Ability to read and write in English in a professional manner.
  • High level of professionalism, poise, and ability to adapt to changes.
  • Strong customer service and interpersonal skills.
  • Demonstrated effective communication skills, both verbally and in writing.
  • Ability to work independently and as part of a team, with a self-driven approach to responsibilities.

QUALIFICATIONS:

  • 2 years of functional experience in Finance, Banking or Cash Management; or equivalent combination of education and experience.
  • Associate's Degree in Accounting/Business or related field from an accredited college or university preferred.

WORKING CONDITIONS & PHYSICAL DEMANDS:Banking Coordination works in an office environment. This person should be able to sit for an extended period of time. This person should be able to push, pull, stoop, kneel, reach, grasp, talk, hear, climb, and lift objects up to 5 pounds with ease. This person should be able to operate office equipment such as computer/phone/fax/scanner/etc. They work normal business hours The position will work normal business hours in the corporate office for the first 6 months, with the possibility of transitioning to a hybrid schedule following a 6-month review.

We offer full-time, career-track positions with competitive pay, health, dental, vision and life insurance; housing discounts, vacation, paid holidays, exceptional 401k plan with employer match and much more!!!!

We are an Equal Opportunity Employer

Drug Free Work Place

ZRS Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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